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Practice Management Series for SMPs Run yearly since 2018, this series of seminars on practice management aims to help practitioners from small and medium practices (SMPs) better prepare for the challenges and opportunities ahead, adapt to changes, improve their management and operational efficiency, as well as to support their sustainability and future success. Succession and exit planning for CPA firms – practical concerns (Face-to-Face) This seminar will cover the critical financial, practical, and legal considerations involved in transferring or acquiring CPA firms. Speakers will share essential insights and actionable tips to help members who are planning for ownership succession, whether looking to take over an existing firm or transition out of their own, navigate the process with greater confidence and preparedness.
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